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  • Customer Center: Job Information: Contacts Tab

    From the answer: Hi the_tile_setters,   We're unable to get the Contacts from other jobs even if it's under the same customer.

  • One check advice, multiple 'customers'

    From the answer: Hello there,  eadysco011 .... You'll have set the procurement location as a Job to the customer.... This way, it will be easy for you to apply a full advice without manually breaking it out.

  • Payroll Quarterly Reports

    From the answer: Hello there, .... I'd be more that happy to help guide you on how to pull up the quarterly report in Quickbooks Desktop.

  • Missing Transactions on Sales Reporting

    From the answer: Let me help sort this out, .... I'm here to make sure you're able to generate the  Transaction Detail Report and the Sales by Customer Summary with accurate information.

  • INACCURATE DATES ON INVOICE REMINDERS

    From the answer: Thanks for reaching out to us about invoice reminders, .... The Invoice reminder feature follows the set Term according to your invoice date.

  • sales order fullfillment

    From the answer: Hello there, .... As of this time, there isn't an option to remove the sales orders from the Pick and Pack tab.

  • Issue with paying sales tax on QB?

    From the answer: Thanks for reaching out to us about paying sales tax, .... I've checked my resources to verify if there's an on-going investigation about this.

  • E-checks in QuickBooks desktop

    From the answer: It's great to have you here, .... I'm pleased to share some resources on how receiving an e-Check payments work in QuickBooks Desktop.

  • Direct deposit

    From the answer: Hello there, .... I can help reverse a direct deposit transaction sent to an incorrect bank account.... You can easily file a reversal if you met the following criteria: Make sure that it's less than 5 days past the settlement date of the transaction.

  • Reconcilliation

    From the answer: It always a waste of time to undo a reconciliation due to minor errors.... Just fix the prior posting errors, then fix the prior reconciliation to match.

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